Navigating the form

Overview tab

View items that are scheduled for use in production but have not been delivered.

General tab

Check production information, subcontractor vendor accounts and bill of materials (BOM)/route information for the selected item.

Setup tab

View criteria used to process the selected item. These include methods for calculating consumption, such as quantity and scrap, rounding up the calculations, and measuring items.

Posting

View BOM and inventory quantities included in the production, information about how the item is connected to other modules, and the planned dates for posting material consumption and back order status.

Dimension tab

View or edit dimensions such as department, cost center, and purpose for the selected item.

Details

View additional information about production and BOM lines for the item selected item.

Inventory

View information on the selected item. The following options are available:

• Transactions- View all of the item's receipt or issue transactions that are generated when sales, purchase, production, project and inventory journal lines are updated. These transactions represent both historical and forecasted changes.

• Lot- Query receipt and issue transactions for the same lot number. (That is, transactions that are attached to the same sales order, purchase order, production order, or project.)

• On-hand- View inventory classified by inventory dimensions. On-hand inventory is generated and updated automatically when transactions are made, whether they are forecasted, physical, or financial transactions.

• Reservations- Check on-hand inventory.

Item number

Specify the unique identification of the item to be consumed in the production. The item number must already exist in the Itemstable, and the type can be item, BOM, or service.

You can select item numbers from the list of existing item numbers. You can also enter the item number manually, in which case the system verifies that the item number exists in the items table. At the same time, you fill in the Item namefield. The same item number can figure in the production's BOM several times. For more information about the Itemstable, see Item (form).

Estimated

The estimated quantity/volume of the item to be used in the production. Indicate in the Consumptionfield whether the consumption is variable or constant.

The calculation is as follows:

• Variable- Estimated quantity/volume = Quantity(in the production order) * Quantity(in the BOM).

• Constant- Estimated quantity/volume = Quantity(in the BOM)

When calculating consumption, you also include variable or constant removal scrap. For information about how to calculate removal scrap, see the Variable scrap Constant scrapfields.

Scrap percentage

Scrap percentage specified in the production route will also be calculated in the consumption.

Started

Displays the quantity of items in the bill of material unit released to production. For more information about bill of materials, see BOM unit. The bill of materials unit can be recalculated to the inventory unit. For more information about recalculation, see Unit conversion (form).

Production

Displays the production number of the production to which the bill of material line belongs.

Position

Defines the position of the BOM line. It can contain an alphanumeric string of up to 10 characters. Use position as a reference to a position number on a drawing of the item.

Vendor account

For lines with a vendor account, define a vendor number that purchase orders should be created for. If you leave this field blank, the vendor will be obtained through the work center on the attached operation. For more information about creating purchases, see Purchase orders (form).

Line type

BOM lines can be composed of several Line type, each with its own function. The following options are available:

• Item- Used on bill of materials lines where there are raw materials that are to be picked in inventory or the item is a service.

• Phantom- Used if items of type BOM are to be exploded in this production bill of materials. When a bill of material is exploded, it creates the raw materials and operations created as base data on the current bill of materials item number. Explosion is carried out in connection with estimate.

• Production- If you want to create for the bill of material lines item number an underproduction, Production is used. Item number in the bill of material line must be of type BOM. The underproduction is created when an estimate is executed for the current Production order.

• Vendor- If in the production sequence you use subcontractor work for which you want to create a purchase order automatically, use type Vendor. If item number in the bill of material line that gets the type Vendor is of type BOM, an underproduction is created when the current production is first estimated. The underproduction has the type Vendor and the items that are on the bill of material are created for the underproduction as bill of materials lines. In bill of materials lines with the type Vendor, you must either specify a Oper. No.that refers to an operation in the production route of the type Vendor, or specify a vendor directly in the BOM line.

Reservation

Specify whether the item automatically should be reserved from on-hand inventory. The reservation in the on-hand inventories is made upon the first cost estimate of the production.

The following options are available:

• Manual- No reservation is made.

• Automatic- A reservation is made.

• For more information about inventory transactions, see Inventory transactions (form).

Oper. No.

Defines where this item is used in the production sequence. If you do not define an operation number on the bill of material line, the item is pushed to the first operation to be executed after the production route. For more information about item consumption, see Automatic BOM consumptionand Automatic BOM consumption.

Calculation

Define whether the bill of material line should affect the estimating. When the field is selected for calculation, the line is included in estimating. Estimating calculates the expected cost price and sales price. For more information, see the Estimation form.

Sub-BOM

BOM number for specific sub-BOM. If cleared, active are used.

Subroute

Route number for specific sub-route. If cleared, active are used.

Formula

Formula used for calculating consumption.

Quantity

Specify the quantity units of the item figuring in 1 piece of the finished item. If there is a gain of the current item, specify a negative quantity.

Note
In the production table (P) the dimensions for the finished item are entered under measurements as follows:

• Height(P) 1.00

• Width(P) 0.50

In the production's BOM (B) measurements are specified as follows:

Formula = Height * Width * Constant

• Height(B) 1.00

• Width(B) 0

• Constant(B) 2.00

• If Widthin the BOM is not selected, the dimension Widthis not proportional with the width specified in the Production table. Even if you selected Height * Width * Constant as your formula, specifying 0.00 in the BOM means that the expression Width* Widthwill be set to 1 (one). The calculation of the above example will then be:

• Quantity= Height(P) * Width(P) * Height(B) * Width(B) * Constant(B) = 1.00 * 0.50 * 1.00 * (Not filled in = 1.00) * 2.00 = 2.00

Per series

Specify the number of units to which the value in quantity applies.

Unit

Specifies the unit in which consumption is expressed. The unit identification (ID) is retrieved from the BOM unitfield in the Itemstable.

Consumption is

Specifies whether the estimate concerns a variable or constant amount/quantity. Variable consumption means that the quantity of units used in the finished product are proportional with the quantity scheduled for the production order. The consumption is calculated as follows:

Quantity(for the production order) * Quantity(in the bill of material)

Constant consumption is used to define a fixed amount/quantity for the production items, such as start-up costs. Consumption is calculated as follows:

Consumption = Quantity(in BOM).

Flushing principle

Select the method of registering item consumption against a production order.

The following options are available:

• Start- Enable automatic consumption when you update a production order to the start phase. This is the default setting for a new item and an existing item that is updated.

• Finish- Enable automatic consumption when you update a production order to the report as finished phase.

• Manual- The program does not register consumption automatically. You must enter it manually on the picking list.

If you leave the field blank, the Flushing principlesetting on the item is used.

Note
To enable automatic consumption, you use this field with the Automatic BOM consumptionfield when you update the production order.

Constant scrap

Specify a constant scrap value. Scrap is calculated in the unit specified in the BOM line. Scrap is used to calculate adjusted raw-material consumption in BOM lines. For more information, see BOM versions and lines (form).

Variable scrap

Specify a variable scrap value. Variable scrap is indicated in percent, where 10% is written as 10.00. Scrap is used to calculate corrected raw-material usage in the BOM lines. For more information, see BOM versions and lines (form).

Rounding-up

Use this field to round or cost estimated quantity to Multiples. Use rounding if the raw materials are always used in fixed quantities.

The following options are available:

• No- Do not use rounding.

• Quantity- Always use rounding.

• Measurement– Use rounding-up measurement if raw material is available only with predefined dimensions. To take the above into account when calculating the consumption, use rounding to measurement and set Multiplesto 5. The rounding is calculated by first determining the sales quantity on the basis of the measurement dimensions and then determining the number of times the measurement dimension figure can be included in MultiplesThe sales quantity is then rounded down to 0 (zero) decimals. Now you can estimate the quantity by calculating how many multiples of the value in field Multiplesare to be used in order to produce a given quantity.

• Consumption– When you use rounding-up consumption, the calculated estimated quantity is always rounded so that it can be divided equally with the value of Multiples. Consumption is used when the total consumption of a raw material only can be carried out using a pre-defined quantity and the remainder is then regarded as loss.

Multiples

Displays the rounding multiple. You can use this field for rounding consumption, quantity, or measurement. This field can be changed until the production is assigned a status of Reported as finished. For more information, see Rounding-up.

Height

Displays the calculation factor for height that is used in the calculation of raw materials consumption, if this is proportional with the measurements defined in the production order. You can change the field until the production order is assigned the status Reported as finished. After a change, you must cost-estimate the production order again in order to incorporate the changes.

Width

Displays the calculation factor for width that is used to calculate raw materials consumption, if this is proportional with the measurements defined in the production order. You can change the field until the production order is assigned the status Reported as finished.

Depth

Displays the calculation factor for depth that is to be used in the calculation of raw materials consumption, if this is proportional with the measurements defined in the production order. This field can be changed until the production order is assigned a status of Reported as finished. For more information about, see Formula.

Density

Displays the calculation factor for density to be used in the calculation of raw materials consumption, if this is proportional with the measurements defined in the production order. This field can be changed until the production order is assigned a status of Reported as finished. For more information, see Formula.

Constant

Displays the calculation factor for constant to be used in the calculation of raw materials consumption, if this is proportional with the measurements defined in the production order. This field can be changed until the production order is assigned a status of Reported as finished. For more information, see Formula.

Remaining quantity

Displays the consumption that needs to be released to production in the bill of materials unit with regard to the estimated quantity in Estimated. This takes place in connection with start or reporting as finished using a release journal. For more information about bill of material units, see BOM unit.

Released quantity

Displays the consumption that is released to the production in the bill of materials unit, but has not yet been included in the cost accounting. For more information about bill of material units, see BOM unit.

Estimated

Cost estimated quantity/amount of item to be included in the production defined in the inventory unit. For more information about inventory units, see Item (form). The consumption is calculated when estimation is executed. In the case of variable consumption, the following formula is used in calculating the consumption: Quantity(in Production order) * (in the bill of material) = Consumption isThis determines whether the consumption is variable or constant. For more information, see Consumption is. When the production has the status Created, 0.00 is displayed on Quantity.

Remaining quantity

Displays the consumption that needs to be released to the production in the inventory unit with regard to the estimated quantity. For more information about units, see Item (form).

Reference type

Indicates the relation to other modules. Together with Reference numberand Reference lot, the field comprises the complete reference to the object to which the production line refers.

The following options are available:

• Blank

• Sales

• Purchase

• Production

• Production line

The reference to, for example, a purchase line is structured in such a way that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line under the current purchase. If the line in the production BOM generated a purchase, you will be able to see the reference to that purchase directly from the generated reference.

If a field is cleared, there are no attachments to objects in other modules. The field cannot be changed.

Reference number

Displays any references to sales, purchases, production, or production lines. The field is dependent on the Reference type.

Together with Reference typeand Reference lot, the field comprises the complete reference to the object to which the production line refers.

The reference to, for example, a purchase line is structured in such a way that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line in the current purchase. If the line in the production BOM generates a purchase, you will be able to see the reference to that purchase directly from the reference generated.

If a field is cleared, there are no attachments to objects in other modules. The field cannot be changed.

Reference lot

Reference lot indicates the lot number being referred to.

Together with Reference typeand Reference number, the field comprises the complete reference to the object to which the production line refers.

The reference to, for example, a purchase line is structured in such a way that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line under the current purchase. If the line in the production BOM generated a purchase, you will be able to see the reference to that purchase directly in the generated reference.

If a field is cleared, there are no attachments to objects in other modules. The field cannot be changed.

Raw material date

Specify the planned date for material consumption.

Raw material time

Scheduled time of material consumption.

Remain status

Indicates what remains to be carried out for a specific BOM line. The back order status is related to the production's back order status (see Production orders (form)). The following options are available:

• Material consumption- Materials remain to be delivered to production in relation to the cost-estimated consumption for a specific BOM line.

• Ended- Production order remains to be ended. All materials have been delivered for a specific BOM line.

Constant released

Indicates whether constant consumption has been released.

Finished picking

Picking list journal has been posted with end field checked

Department

Specify a dimension. See also Dimension (form).

Cost center

Specify a dimension. See also Dimension (form).

Purpose

Specify a dimension. See also Dimension (form).